559 hedge funds and large institutions have $6.34B invested in UGI in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+54
Holders Change %
+10.69%
% of All Funds
7.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
114
Increased
191
Reduced
165
Closed
55
Calls
$41.3M
Puts
$99.5M
Net Calls
-$58.3M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
326
Tower Research Capital (TRC)
New York
$382K -$311K -9,397 -45%
URS
327
Utah Retirement Systems
Utah
$380K
JFG
328
Jefferies Financial Group
New York
$378K +$378K +11,428 New
CTC
329
Corundum Trust Company
South Dakota
$376K +$376K +11,373 New
YIH
330
Y-Intercept (HK)
Hong Kong
$370K -$622K -18,814 -63%
Truist Financial
331
Truist Financial
North Carolina
$367K +$367K +11,108 New
Wolverine Trading
332
Wolverine Trading
Illinois
$362K -$53.4K -1,624 -13%
US Bancorp
333
US Bancorp
Minnesota
$360K +$1.55K +47 +0.4%
SAM
334
Shell Asset Management
Netherlands
$347K -$1.62K -49 -0.5%
JWCA
335
J.W. Cole Advisors
Florida
$342K +$342K +10,328 New
SFA
336
Sequoia Financial Advisors
Ohio
$338K +$338K +10,206 New
AWM
337
Accurate Wealth Management
Florida
$336K -$11K -349 -3%
HCM
338
Howland Capital Management
Massachusetts
$334K
MSRPS
339
Maryland State Retirement & Pension System
Maryland
$332K -$64.4K -1,948 -16%
SOAMC
340
Spirit of America Management Corp
New York
$331K -$132K -4,000 -29%
NIM
341
Needham Investment Management
New York
$331K
FFA
342
Farther Finance Advisors
California
$324K +$185K +5,517 +133%
BAM
343
Belpointe Asset Management
Nevada
$323K +$11.9K +359 +4%
FW
344
FullCircle Wealth
Texas
$317K +$317K +9,690 New
ECM
345
EMC Capital Management
Texas
$314K
CM
346
Capula Management
Cayman Islands
$314K +$314K +9,486 New
PAG
347
Private Advisor Group
New Jersey
$309K -$8.17K -247 -3%
EWA
348
EverSource Wealth Advisors
Alabama
$303K +$36.2K +1,096 +14%
MFG
349
Merit Financial Group
Georgia
$299K +$47.5K +1,435 +19%
MAS
350
Meeder Advisory Services
Ohio
$299K +$20K +605 +7%